PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FORMENTERA OPERATIONS LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 85-1624801

FORMENTERA OPERATIONS LLC

300 COLORADO ST. · AUSTIN, TX 78701
5126559721
Plans filed
1
Years active
2024–2025
Industry
NAICS 21
Latest filing
2025
Total premiums (latest)
$5.2M
No prior year
Persons covered
789
No prior year
Total participants
271
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$5.2M
FORMENTERA OPERATIONS LLC WRAP PLAN
Fully insured789 covered·2 carriers
Primary: BLUECROSS BLUESHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.7M38.5%
Dental$4.7M38.5%
Vision$556K4.6%
Life$556K4.6%
Short-term disability$556K4.6%
Long-term disability$556K4.6%
Other$556K4.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$4.7M89.3%11789
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
VLSTDLTDOth
$556K10.7%11263

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.AUSTIN, TXBLUECROSS BLUESHIELD OF TEXAS, GUARDIAN$156K$13K$169K100.0%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica